Sumeet Bansal

Project: Custom application on top of sales cloud

Project Description: The project was to generate quote for CRO and track budgets and payment milestones.

• Lead the delivery team and take responsibility for the complete delivery process.
• Create comprehensive project plans, outline the scope, allocate resources, and monitor progress.
• Work in collaboration with stakeholders, including business leaders, technical teams, and end-users, to collect requirements and establish project objectives.
• Manage project risks, issues, and dependencies, applying mitigation strategies as necessary.
• Plan, organize, and oversee the project to provide high-quality business solutions.
• Promote Agile methodologies, ensuring effective sprint planning, execution, and retrospectives.
• Establish the scope of the project or service, while managing goals, risks, issues, and resources throughout the project lifecycle.
• Guide and mentor team members by providing continuous on-the-job feedback and support.
• Ensure that the quality of project work adheres to established governance, process standards, and best practices.
• Work with COE to do POCs latest offering like Agenforce use cases and carry out demos with business teams.
• Report on the status of all key metrics (e.g., risk, scope, schedule, quality, customer satisfaction) from the beginning to the end of the project.

Project: Call center Transformation From Siebel to Salesforce

Project Description: The project deals with moving the existing Siebel Call center application to Salesforce Platform. This will be done in multiple phases and will take care of the below functionalities in the initial phases.

• Responsible for leading the delivery team of 15-20 members.
• Creation of project plan, roadmaps and sharing it with relevant stakeholders.
• Leading effective project/program governance and stakeholder management, ensuring adequate understanding of timelines, resource needs, risks, contentions, and dependencies.
• Assess the current methodology, identify/rationalize gaps vs. best practices, and continuously improve the process to support our aggressive deployment schedule
• Ensure regular, active communication with adjacent programs and external stakeholders, including international regions
• Sharing various weekly and monthly KPI reports with various stakeholders

Project: Customer Engagement Platform(CEP)

Project Description: Working with Toyota Financial Service at Toyota Headquarters in US. CEP is the new platform in salesforce used to server customers for service requests, collections, recovery management, insurance and other functionalities.

• Roles and Responsibilities(Release Manager)
• Environment Management Responsibilities
• Verifies the configuration of Development, QA, UAT, Pre-Production (Stage) and Production environments prior to release dates
• Owns the communication with Toyota IT teams around the planning, coordination, configuration, and verification of the environments.
• Develops and maintains version control standards, policy, and configuration.
• Ensures process are documented and teams are trained
• Controls code branching design and monitors repositories for CRM Dev
• Manages the Salesforce Sandbox estate and refresh activity
• Follows the best practices and standards defined by Toyota
• Release Management and Deployment Responsibilities
• Facilitates the creation and communication of application release plans/playbooks (as coach, gatekeeper, and traffic cop). Ensures playbook is reviewed and approved.
• Owns and publishes the CRM Release Calendar, identifies dependencies and resolves conflicts.
• Ensures the application teams operate according to established release policies, standards, and procedures.
• Coordinates the build, configuration, and packaging of releases with the development Team
• Coordinates and performs the deployments of releases to Devint, QA, UAT and Production environments with SOA, Dev and Ops Teams
• Ensure exit criteria is met, metrics available and release acceptances are completed
• Follows the best practices and standards defined by Toyota.

Project: Stars

Project Description: Working with Toyota Financial Service at Toyota Headquarters in US. Stars is a web based Siebel application in a Siebel Captive Finance V 7.7. It is the foundation for the Toyota Financial CRM System. It if being used by ~3000 associated who interface with TFS customers and their accounts. Stars is migrated from Focus Host application to a true CRM application to meet long term business needs.

• Roles and Responsibilities(Siebel Admin and Release Manager)
• Technical support and trouble shooting for all Siebel Admin related issues
• Coordinating with different infra teams on day to day activities
• Maintain system documentation
• Interaction with users for issues at client end.
• Data refreshes
• Designs infrastructure architecture and reviews existing architecture to meet business needs
• Investigate root causes and resolutions and provide possible solutions
• Identify and implement process improvements in the architecture and/or infrastructure of existing systems.
• Clusters Management, Load balancers,Sec1,JMS Receivers, Workmons
• Migrations- Repository and Non Repository
• Creating Batch files for server admin jobs and monitoring.

Project: Saturn

Project Description: Kraft foods is one of the largest food manufactures in Europe. It the largest chocolates and cookies manufacture in Europe and has taken number one position after the takeover of Cadbury. The sales force is using a Siebel eConsumer Application which is named as SATURN.

SATURN is implemented in 13 countries which include Latin American Countries and Nordic Countries. Each country has separate Siebel Server. Infosys is providing support to the Saturn Application and also Enhancement of the current application.

• Roles and Responsibilities:
• Release Management- which includes making the release, plans during the deployments. Also includes taking downtime approval from the countries and also direct communication with them during and after the deployments.
• Technical support and trouble shooting for all Siebel Admin related issues
• Coordinating between client and offshore team
• Managing Servers and Server Components.
• Full and Incremental compiles on repository.
• Srf Replacement and Repository Migration.
• Helping Developers setting up the Thick Client.
• Responsible for Non Repository Changes during Deployments. Eg LOV, Workflow, Positions, Responsibilities etc
• Mobile Client Setup DB Extraction and Synchronization.
• Preparation of Upgrade kits for remote users and help them downloading the latest Kits.

Project: BT WIZARD

Project Description: British Telecom is one of the biggest Telecom providers in UK. They are using Siebel 7.8 sales for selling their IVPN product. Siebel is already configured for the product. a number of change requests come per Quarter.

• Roles and Responsibilities:
• Stop/Start Siebel servers, enable/disable server components
• Mobile Client setup, DB extraction, synchronization
• Maintenance of List of Values, MLOVs
• Analyzing the log files
• Compiling SRFs (Full Compile, Incremental Compile)
• Deploying SRFs in Siebel Servers
• Database Management
• Code Move From one environment to another including Repository and Non Repository Changes.